User Manual
Contents
1. For Contractor For Government Clicking the For Contractor Button will filter the Item Type in the Add SubCDRL Item screen to only be seen by users with Roles such as Contractor Lead Rep and Contractor Rep Similarly if the For Government box is checked then those Items of that type will be seen in the Government pull down list for Item type If both are checked then all user can see this and thus select this type of item 1 2 6 7 Tips and Helpful Hints 1 2 6 7 1 Archiving a SubCDRLItem record If the user wants to archive a file attachment they can press the Disk Icon for the record they want under the Archived Column This will change the archived status from No meaning active to Yes meaning the file will not show up on subsequent work flow transmissions to the Government Pressing the Archive Icon will bring up the following prompt Page 15 of 21 9 26 2006 IPDE Module User Manual Manage Sub CDRL Item List CDRL Info 041 001 Technical Information Management and Control Plan TIMCP Type CDRL Sub CDRL Info 041 001 1 TIMCP Submission Project Management Status Open Disposition Returned with Comments d Notify Government P Add Item E Add Comments 50 Search for eage10f1 Drage size 100 Go Total tems 1 Item Type Item File Version Serial Direction Archived Created By CDRL fe Sele Le ile ill eal Meo os Chris Larkin of Microsoft Internet Explorer Eg eg ea Ne e2. In Contractor Reps Table Grid if they are assigned to this CDRL elsif CDRL CDRL_state OPENED then In Contractor Reps Table Grid if they are assigned to this CDRL lets them review it internally until ready to send to Gov elsif CDRL CDRL_state CLOSED then Only available in archived state for those who have permissions to view archive records End if Page 7 of 21 9 26 2006 IPDE Module User Manual 1 2 3 Accessing IPDE from the Web The link to access the IPDE module of ISM is https www rbmsupport com Notice this is now a Secure environment 1 2 4 Logging In ISM and the IPDE module within ISM are controlled by user accounts and logins The following screen shows the login screen Note You must be set up with an account by your system administrator to use the IPDE module anitowoc ZG KVICHAK EDO i INDUSTRIES BOT aiat Marine Group MMC Enter your user name and password to sign in User Name Password OK Cancel Once you login press the OK button to proceed Page 8 of 21 9 26 2006 IPDE Module User Manual 1 2 5 User Interface 1 2 5 1 Tree Navigator All modules of ISM such as the IPDE will be shown as modes of a Tree The view of this tree menu will change based on the role of the users so as to restrict users to only pieces of the system they have a need to access The following image depicts the tree navigator within ISM On top the user sees their name as
3. 06 IPDE Module User Manual Only Contract Lead Rep Superuser can activate the lt Notify Government gt button either disable or hide unless Contractor lead Rep Superuser is logged in On the Government Side a lt Notify Contractor gt button will appear instead of the lt Notify Government gt button Only Government Lead Reviewer Superuser can activate this button Only Government Lead Reviewer can change Disposition IPDE Work Flow Establish Gov Review Setup Users CDRLs Submit CORL Send Alert CDRLs Closeout create roles SS SS SS SSP a SSS SS SS H a aa a lt T on an on Establish CORL Master Assign Contractor Reps Mowe file Tron Daia Exchange oa Dir to Archive Rene Coo Directory Reviewers far CBRLS ampleate dedverahles assign deliverable files boa CORLL Comments sets disposition Accepted Aocepted w comments Returned with COMMTHEnLS Motify No Ye Conbactor ae Ayomeped tT _ Rep 1 2 1 2 Roles Restrictions on Menu Options Menus can be restricted to various user roles usually on System Administrator has the rights to change this The following screen capture shows how this will work Page 5 of 21 9 26 2006 IPDE Module User Manual Assign Menu Roles Menu Name SubCDRL Category Menu URL Category ShowCategoryTablePage aspx a Wg Save and Close H Save and Add New Record E Undo and Close Role Please Select tE
4. Another case would be 085 001 3D Tech Data Packages would be the Master CDRL and SubCDRLs would further delineate various types of engineering drawings or Tech Data Packages Page 2 of 21 9 26 2006 IPDE Module User Manual Below the SubCDRL level is the SubCDRLItem level where multiple files can be attached as well as comments 1 2 1 Roles There are certain generic functions performed by the major actor groups using the IPDE e Contractor Responsibilities Provide ability to create and submit master artifacts including CDRLs to the Government Attach and archive deliverable CDRL files Attach multiple files and multiple types of files Assign users to different groups Associate different groups of users to various master artifacts Send deliverable CDRL files to Government Reviewers Notify via email e Government Responsibilities Review comment and set disposition of active CDRLs Can t change the CDRL files Return to contractor Send email notification automatic attach email comments Initiate correspondence to designated contractor groups There are five 5 User Roles in this module 1 2 1 1 Contractor lead rep superuser Contractor rep Government Reviewer Government lead Reviewer superuser View only users Mgmt Permissions Permissions grant access to certain aspects of the IPDE module and restrict access to other features Page Add Edit New CDRL Artifact Roles Rights CRUD Matrix e Con
5. Direction all Archived No Q O Prage 0 ofo Page size 100 Go Total Items 0 Item Type Item File Version Serial Direction Archived Created By Created On This brings up the following screen Add Sub CDRL Item CDRL Info 041 001 4 ECP Proprietary Data Type CDRL Sub CDORL Info 041 001 4 001 ECP 002 Stop Work Rescinded Category Project Management F Save and Close A Save and Add New Record Undo and Close Iitem Type Please Select 3 Item File e E Browse esse nole abange filer can fake a wale fo UDa Version Serial Comments Key Words Complete the required fields and click the Save and Close or Save and Add New Record 1 2 6 6 SuperUser Super users will be able to see the Notify Government button or Notify Contractor button depending on whether they have been assigned a contractor or Government role The following screen shot illustrates this Page 13 of 21 9 26 2006 IPDE Module User Manual Edit User p n WJ Save and Close A Save and Refresh Undo and Close W Delete and Close Username larkin Password First Name Last Name Phone Email clarkit KWaerals com Organization Direction Super User User Email Groups E E E add Delete Bea GO Total Items 3 Email Group d Engineering dich e E E E E A A S a ot ee ene ee et ee aie ieee tk hl 0 Pe ae ee teat Ici e see chen eaea amet bees User R
6. IPDE Module User Manual Integrated System Model ISM System of Systems Welcome to the IPDE Module On Line User Manual Developed for the US Coast Guard September 2006 Page 1 of 21 9 26 2006 IPDE Module User Manual 1 1 Purpose of the IPDES Module of ISM The Integrated Product Date Element IPDE System is the initial module to be released within the ISM System of Systems The Integrated Product Date Element IPDE System will be a web based collaborative environment for posting contractually driven requirements and passing interactive email messages to users needing notification Ancillary files related to CDRLs as well as a CDRL calendar will be housed here as well Because this is the first component of the overall ISM system of systems that needs to be deployed we will utilize Rapid Development techniques to gain early customer input into the design and structure of the IPDE IPDE will reside on the same hosted System Architecture as the other ISM modules allowing for easy exchange of data amongst various components The IPDE module will graphically display CDRL tasks and milestones in a calendar format The status of CDRLS on the Calendar will be color coded for easy analysis Beige for established in system but not yet sent to the Government for review Green for Accepted no Comments Yellow for Accepted with Comments Red for Returned with Comments Users can click on a CDRL from the Calendar to see the
7. a smaller group because of its sensitivity The following process should be employed to address this Step 1 Break the file into the general and sensitive components as multiple files Step 2 Password protect the sensitive component file Step 3 Attach both files as part of the SubCDRL item list Step 4 Send the password to the sensitive component file to the selected subgroup of users that need to review that part of the deliverable 1 2 6 8 Notify Government Once a Contractor Rep with a SuperUser tag hits the Notify Government button an email is sent to all Groups associated with the CDRL Master The email will have the SubCDRL Number and SubCDRL Name on the Subject line A hypertext link allows the Page 17 of 21 9 26 2006 IPDE Module User Manual Government reviewers to click on the link to go directly to the review screen in the IPDE Item File CDRL 041 001 doc module as shown below Clicking the green arrow will bring up the attached item The user can then Open or Save the file to their hard disk or network File Download Do you want to open or save this file cg Name CORAL 041 001 doc Type Microsoft Word Document From prod ewbech us harm your computer If you do not trust the source do not open or While files from the Interet can be useful some files can potentially save this file What s the risk drive as shown below Manage Sub CDRL Item List CDRL Info 041 001 Technical Information M
8. anagement and Control Plan TIMCP Type CDRL Sub CDRL Info 041 001 1 TIMCP Submission Project Management Status Open Disposition Open Search for GO Item Type All v Direction Al v Archived No v Dpage 1 of 1 OW Page Size 100 Go Total Items 1 Item Type Item File Version Serial Direction Archived Created By Created On CDRL CDRL 041 001 doc 3345 No Chris Larkin 9 4 2006 1 02 PM 1 2 7Government View 1 2 7 1 Review CDRL Documents 1 2 7 1 1 eMail Hyperlinks Upon notification to Gov an email will be sent to the associated groups and users within the groups linked to that CDRL On the subject line of the email will be the SubCDRL Number and SubCDRL Name In the body of the email will be a hyperlink as follows http ism romsupport com ISM Security ReviewSubCDRL aspx SubCDRLI D 1234 Note This isa sample When pressed this will bring the user to the SUbCDRL Item screen for that SubCDRL 1 2 7 1 2 Changing Disposition of SubCDRL If the user has been assigned with a SuperUser tag he or she can submit responses back to the contractor As they Page 18 of 21 9 26 2006 IPDE Module User Manual 1 2 7 2 Initiate a Correspondence Thread to Contractor 1 2 8 Management View 1 2 8 1 Calendar Function The calendar function tracks CDRL items by due date To appear on the calendar the logged in user must be in a group which is linked to the master Artifact record All CDRLs will show up in the c
9. d what the Role each user would have to allow use and maintenance of the system while at the same time protecting the integrity of data in the system Page 21 of 21 9 26 2006
10. detailed history of actions taken representing an audit trail from inception to the current state of the CDRL In additional to the actual CDRL files of which multiple files and multiple versions can be attached other related information such as meeting notes issues related to the CDRL disputes over interpretation of the requirement etc can be documented and linked to the CDRL Master record The history of the CDRL from creation to completion can be tracked by date and person taking actions In essence then all pertaining information related to the CDRL Master Record will be available including contracted mandated files and other ancillary documents While the IPDE module will be used initially to track the posting of contract deliverables providing versioning role based security access notification of new documents ready for review acknowledgement of receipts of said documents it could readily be expanded over the course of this project to included all requests for additional requirements for the Field Support Desk and the ISM system The initial Access Portal will have graphical representation of the RB M program logs pictures of the boats but function as a user registration point a system administrator s tool for managing users and establishing and assigning roles to users Over the course of the ISM development this Access portal will evolve to support all the functions of the Field Support Desk The IPDES system will reside within the
11. e Archive the current file using the archive icon Manage Sub CDRL Item List CDRL Info 041 001 Technical Information Management and Control Plan TIMCP Type CDRL Sub CDRL Info 041 001 1 TIMCP Submission Project Management Status Open Disposition Open r A Add Item e Add Comments Search for GO Item Type Al vi Direction Al M Archived No wi Q Drage 1of1 OW Page Size 100 Go Total Items 1 Item Type Item File Version Serial Direction Archived Created By Created On CDRL CDRL 041 001 doc 3345 No Chris Larkin 9 4 2006 1 02 PM 1 2 6 7 4 Large File Sizes Currently there is a 5 meg file size limitation on Items attached to the SubCDRL item On a interim patch release we will implement a enhanced capability to handle file size attachments up to 100 megabytes which should satisfy all known IPDE requirements 1 2 6 7 4 1 Encryption All communication processes involved in the IPDE module will be running over secure socket layer https 1 2 6 7 4 2 Data Security Daily DB Backups A daily backup will be run off peak hours so that in the event of a disaster only a single day s or part thereof data would be lost Monthly a copy of the cumulative data will be cut toa DVD and stored in a vault at EDO s headquarters in Arlington Virginia 1 2 6 7 5 Howto Handle Sensitive Data There are a few instances where data being submitted as part of a SubCDRL has a component that should be restricted to
12. es ent aioe Soest eee oe ee i 4re you sure This action will take this item off the Active list am All rights reserved x Selecting Yes will continue the archive process and the item will not longer show up on the lists of child items unless the filter Archived Yes 1 2 6 7 2 File naming conventions The following section address items that are under the control of the users and not driven by the logic embedded in the application As a suggestion when SubCDRL Items such as CDRL deliverable files are being attached and submitted a process should be defined which assures that the names of the deliverable files are understandable to those viewing the attached item list Asan example if the initial file name for a ITI status report was named Sept_ 2006 ITlstatus vl doc and it was returned with comments by the Government reviewer which requires a re submittal of a revised file the initial file should be archived a new one created The easiest way to do this is to copy the file revise the sections needing revision and saving the file as a revised name something such as Sept 2006 ITIlstatus v2 doc 1 2 6 7 3 Archiving older files Furthering the discussion in the section above when a revision of an attached file is required because of Government reviewers comments then the initial process should be to Page 16 of 21 9 26 2006 IPDE Module User Manual e Copy the original file and rename
13. ields with a blue asterix next to them represent the required fields on this screen The Number field is a user assigned number that identifies the Master Artifact and should be unique The name field is a description of the Master Artifact The Artifact type can be any number of user defined groups with the caveat that one domain value must be CDRL as this designates the contract deliverable item to be submitted to the Government Other major types of Artifacts might be Contractual Correspondence and General Correspondence Government Initiated The Status defaults to Open when the Artifact is initially created This is not an editable field for users Frequency is a user defined field but should reflect where a Master artifact is due only once or periodically Weekly Monthly Quarterly Annually The Disposition field is Open by default When first submitted to the Government the disposition changes automatically to Under Review Only the Government reviewers with a SuperUser tag can change the disposition from there on and Notify the Contractor The Owner information identifies who is the stakeholder responsible for the Master Artifact and their contact information The details fields allows for a fuller description of the Artifact 1 2 6 2 Control Panel 1 2 6 3 Assign Users to Groups and Groups to Artifacts Typically the initial step in populating the IPDE module is ide
14. ntify all the potential user groups that might need to be involved in the using the IPDE Module The path to the Users option is as follows ISM Control Panel gt User Groups Clicking this menu option brings up this screen Page 10 of 21 9 26 2006 IPDE Module User Manual Add Email Group g E Wa Save and Close H Save and Add New Record Undo and Close Email Group Type in the name of the user group and hit the Save and Close button or add multiple User Groups by hitting the Save and Add new Record button The next step in populating the IPDE module is identify all the potential users of this module The Users menu option is available to the System Administrator and the Contractor Lead Rep roles at the following path ISM System Admin Users Clicking this option brings up the following page Add a New User T A Username C Password E t FirstName Last Name lt lt i Phone E 2 Email eee Organization Direction Super User User name and password are set by the person entering the data This is the information needed by each individual user to access the entire ISM system These are required fields as denoted by the blue asterix The First and last name fields identify the user and are self evident The phone number and email are needed for contacting people using the system The users can then be assigned to one of the organization such as Marinette or Kvichak or the Government The
15. oles Role O Contractor Lead Rep d System Admins If the SuperUser Check is active checked the user will see the following on the SubCDRL Listing screen Page 14 of 21 9 26 2006 IPDE Module User Manual Manage Sub CDRL Item List CDRL Info 041 001 Technical Information Management and Control Plan TIMCP Type CDRL Sub CDRL Info 041 001 1 TIMCP Submission Project Management Status Open Disposition Open 4 Notify Government le Add Item e Add Comments Search for GO Item Type All J Direction All Archived No v Q Orage 1 of 1 Drage size 100 Go Total Items 1 Item Type Item File Version Serial Direction Archived Created By Created On CDRL CDRL_DIDIndex htm y No Chris Larkin 9 15 2006 12 36 PM If the superuser box is not checked this button will not be visible 1 2 6 6 1 Limiting Visibility of various Item Types There may instances where it is desirable to limit the visibility of some of the items attached to SubCDRL records This is accomplished by setting up the various SubCDRLItem types in the Control Panel Note Typically the Technical Lead Rep is the only role with the ability to change these items The path to get to the Control Panel is ISM gt IPDE gt Control Panel gt SubCDRLItem Type Upon clicking this tree node the following screen will appear Edit Item Type om Wa Save and Close A Save and Refresh Undo and Close m Delete and Close Item Type lALidit
16. orresponding day on the calendar The following shows a sample of the calendar with a SubCDRL shown My Calendar Category All Frequency Al v Disposition All Staus Al lt Previous Month September 2006 Next Month gt f SubCDRLs are color coded to represent their disposition status Red means Dispostion Returned with Comments Yellow means Disposition Approved with Comments Green means Disposition status Approved No Comments and Blue means Dispostion Under Review Clicking on either of the items shown in the September 6 date will bring the user to the SubCDRLItem screen 1 3 System Administrator View There a range of options available to the system administrator from managing users and roles to tracking the results of meetings The following screen shows what the System Administrator menu looks like 1 3 1 Managing System Users This feature provides the System Administrator the ability to setup and manage users in the IPDE module of the ISM system Use the following path from the tree navigator to gain access Note For security reasons only the system administrator will have rights to Page 19 of 21 9 26 2006 IPDE Module User Manual add or change users in the system ISM System Admin gt Users Clicking on the Users node of the tree will bring up the following screen listing existing users User List Add New Record Bg Ex
17. port to CSV Search for users Go Organization Q Page 1 of 1 WD page size 100 Go Total Items 19 Full Name Username Phone Organization 5 Akesh Gupta akeshgupta 5169670973 EDO E COR Jerry Doherty jdoherty e ae o E chwslakn carkin 5712430392 EDO E christine Owen COWEN 715 735 9341 Marinette E contractorRep2 contractor2 345 098 0003 Marinette E contractorRep3 contractor 456 098 9908 Marinette contractorRep1 contractori 703 908 1123 a J DienaHarncis CHARNOIS 715 735 9341 Marinette EJ George Gonzales george 6313347868 Marinette EJ Government Reviewer govi 202 111 1234 USCG a EJE Government Reviewer gov 202 234 0098 egg EJ Government Reviewer3 gova 202 908 4456 isco EJ LODR Douglass Liess diess 202 908 4456 Ueae oa E Maclamo mjamo 715 735 9341 Marinette EP Rosesmth rsmith 715 735 9341 Marinette E Stanlard dard 7157359341x6316 Marinette Steve Johannes sjohannes 703 824 4148 25 G TANYAMARTIN MARTIN 715 735 9341 Marinette E VickiSmith vemith 202 908 7896 Uece Enter a new user by pressing the Add New Record Button The following screen will appear Page 20 of 21 9 26 2006 IPDE Module User Manual Add a New User La J Save and Close H Save and Add New Record Undo and Close a Username Password FirstName LastName hone Email Organization Super User There is a fair amount of work to be in determining the user community that will be using IPDE an
18. quency Disposition page 1 of 1 Wage size 100 Go Total Items 1 Category Sub COREL Number Sub CDEL Name Status Frequency Disposition Due Date Project Management 041 001 1 TIMCP Submission Open Annually Open 9 6 2006 Clicking the Add New Record Button brings the user to this screen 1 2 6 5 Attaching Items to SubCDRLs To add Items to SubCDRLs click on the SubCDRL number hyperlink for the rtecord you want to attach items to See below Sub CDRL List Deliverables CDRL Info 041 001 4 ECP Proprietary Data Type CDRL Owner Info Contractor Add New Record Ag Export to CSV Search for Go Category AI v Status All M Frequency Al B Disposition All Archive No Q Orage 1 of 1 Page size 100 Go Total Items 1 Sub CDRL Name Status Frequency Disposition Due Date Category Sub CDR Nuk 4 Project Management S 041 001 A 001 BCP 002 Stop Work Rescinded Awaiting Government Periodically Under Review 10 1 2006 Hit the Add New Record Button on the Manage SubCDRL Item screen Page 12 of 21 9 26 2006 IPDE Module User Manual Manage Sub CDRL Item List CDRL Info 041 001 A ECP Proprietary Data Type CDRL Sub CDRL Info 041 001 A 001 ECP 002 Stop Work Rescinded Project Management Status Await erment Disposition Under Review A Add Item E Add Comments Search for Go Item Type All v
19. r Review e Contractor finished the deliverable and has sent to the Government for review e Review is underway Elsif Disposition Conditionally Accepted e Goes back to Contractor Rep to make changes per comments e They add new version of deliverable file add new file to list archive older file e Color Coded Yellow on calendar minor deficiencies History log record created who what when e Goes back to Contractor Rep to make changes per comments Use Case 3 and 4 loops until Disposition Accepted no Comments e History log record created who what when Elsif Disposition Returned with Comments e Goes back to Contractor Rep to make changes per comments Use Case 3 and 4 loops until Disposition Accepted no Comments e Color Coded Red on Calendar Major Deficiencies e They add new version of deliverable file add new file to list archive older file Elsif Disposition Open means CDRL created but not yet worked on Elsif Disposition Closed means SubCDRL has been accepted by the Government and taken off the active list of CDRLs being reviewed Status flags determine where the SubCDRL Is in the process flow Work flow elements CDRL CDRL_state determines where the CDRL record and child records show up if CDRL CDRL_ state SENT TO GOV then In Gov Reviewer s Table Grid if they are assigned to this CDRL elsif CDRL CDRL_state SENT TO CONTRACTOR then
20. same secure commercially hosted environment the ISM system resides on and therefore will inherit the same security high availability interoperability capabilities Role based security will be implemented in such a way that users will only see the menu options available to their role Access to the IPDE Module would be restricted to the roles that various users are supplied by the system administrator These roles would be supplied to the system administrator by the Government for Government reviewers and they could maintain these lists on line through another secured table accessed from the Access Portal which will evolve to support all the functions of the Field Support Desk over the course of the development cycle of ISM The entire system would be accessible 24 x 7 through a standard web browser 1 2 How IPDE is Structured The IPDE module is comprised of various elements associated to each other in a hierarchical manner At its highest level IPDE consists of Master Artifacts which can be actual CDRL deliverables mandated by the contract general correspondence Government initiated correspondence and contractual correspondence Below that are SubCDRLs second level that represent repetitive occurrences of the Master Artifact as for example status reports where the Master Artifact might be 041 002 IT Integrator Report and the SubCDRL records would represent each monthly report as for example Sept 2006 ITI report October 2006 ITI Report etc
21. se organization are established from accessing the following path ISM IPDE gt Control Panel gt Organization Accessing this menu option will bring up the following screen Add a New Organization P Save and Close Save and Add New Record Undo and Close Organization Enter the Organization Filed info and hit the Save and Close button or the Save and Add New Record button to add multiple organizations Page 11 of 21 9 26 2006 IPDE Module User Manual The Direction Field is accessed from a pull down list and if you are a contractor defaults to Send to Gov The Superuser flag is important and is added in a subsequent section because it indicates this user can transmit SubCDRLItems to the Government if their organization 1s Marinette or can submit responses to the Contractor if their organization is Gov This flag is used to limit the number of people transmitting CDRL deliverables and official review responses 1 2 6 4 Creating SubCDRL classes Note The focus of this section is to address the CDRL type Master Artifacts After a Master Artifact has been created one or more SubCDRL records are created The following screen illustrates this Sub CDRL List Deliverables CDRL Info 041 001 Technical Information Management and Control Plan TIMCP Type CDRL Owner Info Stan Laird 567 234 9906 slairdaiMarinetteMarine com Rage Export to CSV Add New Record Search for GO Category Stats Fre
22. sociated with their account Welcome Chris Larkin QISM Q IPDE Artifacts gt My Calendar my Artifacts All Artifacts General Correspondence contractual Correspondence Sov Initiated Correspondence Reports control Panel Associate Groups to Artifacts gt Artifact Master gt Artifact Type gt FAQ gt Frequency Organization gt SubCDRL Category gt SUBCDRL Item Type User Groups Q system Admin Pinnacle SWDLC gt Help System gt Maintain Menu SUBCDRL Disposition Lsers Log Out Note that the users name appears at the top of the Tree Navigator 1 2 6 Use Cases Contractor View The tree navigator can expand or collapse based on hitting the or icon in the square box The tree navigator contains all the steps in all the processes being used the Trademark office 1 2 6 1 Create a Master Artifact The Contractor Lead representative is normally the person responsible for adding a new Master Artifact record The following screen shows the fields to be completed If you are a user with Page 9 of 21 9 26 2006 IPDE Module User Manual rights to view this option typically the Contractor Lead Rep go to the Tree Navigator gt Control Panel gt Artifact Master The following screen will appear Add a New Artifact FE ae Lal WY Save and Close iF save and Add New Record Undo and Close ASJUMmber Name Owner Name Caner Phone Owner Email Details Note Those f
23. tract Lead Rep Superuser Create Update Delete Archive Read e Contractor Rep Read e Gov Lead Reviewer Read e Gov Reviewer Read e Management Read Show Not Null fields with a Blue Asterix Note This is done automatically when all SuobCDRLs for this CDRL have been reached Status Closed user cannot manually change Page Add Edit SubCDRL Page 3 of 21 9 26 2006 IPDE Module User Manual Roles e Contract Lead Rep Superuser e Contractor Rep e Gov Lead Reviewer e Gov Reviewer e Management Show Not Null fields with a Red Asterix Rights CRUD Matrix Create Update Delete Archive Read Create Update Delete Read Read Read Read Only Government Reviewer can change disposition field make literal for Contractor Rep Status Field is set automatically make it a literal Add hint to Due Date icon Click to access Calendar Add Hint on Hyperlink SubCDRL No Click to add SubCDRL Deliverable files Show Hierarchy key highlighted on SubCDRL level Page Add Edit SubCDRLI tem Roles e Contract Lead Rep Superuser e Contractor Rep e Gov Lead Reviewer e Gov Reviewer e Management Show Not Null fields with a Red Asterix Rights CRUD Matrix Create Update Detete Archive Read Create Update Delete Archive Read Read Read Read Show Hierarchy key highlighted on SubCDRLItem level Change lt Item Image gt label to lt Load Item File gt Page 4 of 21 9 26 20
24. w For each menu option the system admin will select the roles which can access this piece of the ISM Module menu After setting up several roles associated with this menu option it will show up as follows Edit Menu fie o Z a Wa Save and Close tA Save and Refresh Undo and Close y Delete and Close Menu Name SubCDRL Category Menu URL Category ShowCategoryTablePage aspx Menu Order 1100 Menu Parent Control Panel ka Menu Has Rows Menu Roles E E Fe 5 Add A Delete Q Orage 1 of 1 rag szello Go Total Items 3 Role d Contractor Lead Rep P AA eee a ete a ele ey Contractor Rep Vibes A ho ke ae ee ee System Admins This indicates that only users with the three roles shown above will be able to view this menu option 1 2 2 Disposition and Status Tags Disposition of SubCDRLs is a key attribute that gets set by the Government after reviewing the contractual deliverable document The following logic describes what the various Disposition status mean If Disposition Accepted no Comments then e Entire CDRL Master and associated files are archived CDRL_state closed e Color Coded Green on Calendar no deficiencies e Does not appear on active list for Contractor reps or Gov Reviewers J Can be unset pulled back from archive by whom why and re established as an active record Page 6 of 21 9 26 2006 IPDE Module User Manual Elsif Disposition Unde
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